Filter, Export, or Configure Transaction Files Table

The Transaction Files window includes a data table that lists all the transactions files uploaded to Gotransverse. You can filter the table or select which columns display in the table. You can also export the contents to a CSV file.

Exporting the table contents exports the list of files in .csv format. To export the .xml transaction file, refer to Download Transaction File.

Complete the following steps to filter the Transaction Files data table, configure which columns display in the table, or export the table contents to a CSV file:

  1. Select Payment Matching from the Gotransverse application menu Module menu icon.

    Transactions Files Window

    Transactions Files Window

    Click the collapse icon icon in the left pane to hide it. Click the icon to open it.

    You can manage what columns are displayed in the table by clicking the Configure button and selecting column names. For AR transactions, you can display mapped tags from the transaction file as columns in the table.

    You can also filter each table by clicking the Filter button to select those transactions you wish to see, including Split for AR Transactions.

  2. Click the Filter button above the table to open a slide-out window with filter options.

    Filter Slide-out Window

    Filter Slide-out Window

    1. To view which filters are shown in the slide-out window, click the settings icon icon at the top of the window. Select or deselect options or click Resort Defaults to show default filters. Click outside the menu window to close it.

      Transaction Files Filter Options

      Transaction Files Filter Options

      Selected filters appear above the transactions table. To remove a filter, click the X icon for the filter or click Clear All to remove all filters.

      Filter Transaction Files

      Filter Transactions

  3. To configure which columns display in the table, click the Configure button and select column names. Use the scroll bar to see more column names. Click Resort Defaults to show default columns. Click outside the menu to close it.

    Refer to Data Tables for more information on how to sort, configure, reorder, and export data table contents.

    Configure Menu Options

    Configure Columns

    To return to default settings, click Restore Defaults.

  4. To export the table contents in the current view (maximum of 50 records) in CSV format, click Export. The file is downloaded to your computer.

    Only the records shown in the current view (maximum of 50 records) are exported. To export more or all records, change the number of records shown per page or export each page.

    5.